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FlexShares Ultra-Short Income Fund
RAVI

Overview Fund Activity

42 hedge funds and large institutions have $51M invested in FlexShares Ultra-Short Income Fund in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+3
Holders Change %
+7.69%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
7
Increased
18
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Allworth Financial
California
+$2.92M
2
Jane Street
Jane Street
New York
+$2.18M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.33M
4
Morgan Stanley
Morgan Stanley
New York
+$1.27M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.02M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$1.71M
2
FF
Fluent Financial
Texas
-$1.36M
3
VBFP
Valtinson Bruner Financial Planning
Minnesota
-$582K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$470K
5
CA
Calton & Associates
Florida
-$309K
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Calton & Associates
Florida
$551K -$309K -4,083 -36%
UBS Group
27
UBS Group
Switzerland
$545K -$46.2K -610 -8%
Truist Financial
28
Truist Financial
North Carolina
$497K +$497K +6,562 New
TI
29
Tidal Investments
Wisconsin
$411K -$37.8K -500 -8%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$364K +$364K +4,814 New
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$360K +$360K +4,749 New
CWM
32
Cedar Wealth Management
California
$337K +$76 +1 +0%
FAM
33
Flaharty Asset Management
Florida
$306K +$306K +4,040 New
FF
34
Fluent Financial
Texas
$240K -$1.36M -17,943 -85%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$239K +$37.9K +500 +19%
LI
36
LVZ Inc
Michigan
$235K – – –
1W
37
1776 Wealth
Georgia
$234K +$234K +3,100 New
PAMG
38
Patton Albertson Miller Group
Tennessee
$227K -$49.2K -650 -18%
AG
39
Advisor Group
Arizona
$201K +$75.8K +998 +61%
LFG
40
LifePlan Financial Group
Ohio
$78K – – –
CB
41
CNB Bank
Pennsylvania
$77K -$15.4K -203 -17%
Bank of America
42
Bank of America
North Carolina
$10K -$1.71M -23,101 -99%
FAAS
43
First Allied Advisory Services
California
– -$169K -2,270 Closed
QCIG
44
Quad-Cities Investment Group
Iowa
– -$15K -200 Closed
FGAM
45
Financial Gravity Asset Management
Texas
– -$3K -46 Closed
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